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- Tasks: Manage a portfolio of private clients and provide tax advice.
- Company: Join a top 60 accountancy firm with a thriving Private Client Tax team.
- Benefits: Enjoy flexible hybrid working, career development, and a supportive environment.
- Why this job: Perfect for those seeking technical variety and leadership in a client-focused setting.
- Qualifications: CTA qualified or experienced, with strong personal tax knowledge and communication skills.
- Other info: Opportunity for progression based on performance and experience.
The predicted salary is between 43200 - 72000 £ per year.
A top 60 accountancy firm is seeking an experienced and ambitious Private Client Tax professional to their Ipswich office as a Senior Manager. The successful candidate will join a thriving Private Client Tax team. With a 50/50 split between compliance and advisory work, the role is ideal for a current Senior Manager or a highly experienced Manager ready to take the next step.
Role Responsibilities
- Manage a portfolio of private clients, including high-net-worth individuals, business owners, landowners, and family trusts and estates.
- Review self-assessment tax returns and ensure high-quality, compliant output from junior team members.
- Provide technical guidance on personal tax issues including Capital Gains Tax planning, Remuneration planning, IR35 matters, Trusts and Inheritance Tax, Property income.
- Advise on complex tax matters, including residence issues, emigration/immigration, property development, and landed estates.
- Contribute to business development activities and promote the firm's services externally.
- Collaborate with the wider tax and advisory team on cross-departmental initiatives.
- Participate in budgeting and billing processes.
- Provide mentoring and training to junior team members.
Personal Requirements
- CTA qualified (or qualified by experience).
- Proven experience managing private client portfolios in a professional services setting.
- Strong knowledge of personal tax compliance and advisory work.
- Confident communicator with the ability to explain complex tax issues clearly and accessibly.
- Comfortable working independently while also contributing positively to team development.
- High ICT literacy, with experience using MS Office and tax software (CCH experience preferred).
- Demonstrated ability to meet deadlines and manage competing priorities.
- Experience reviewing work of junior staff and providing constructive feedback.
- Willing to travel occasionally within East Anglia and undertake overnight stays as needed.
Benefits
- Flexible hybrid working policy (up to two days from home per week once established).
- Career development opportunities, including support for further qualifications.
- A supportive and collaborative working environment within a well-established regional team.
- Exposure to a broad and varied client base.
- Opportunity to progress in line with performance and experience.
This is an ideal role for an experienced Private Client Tax Manager ready to take the next step in their career, or for a current Senior Manager seeking a new challenge in a dynamic and supportive firm. If you're seeking a role that offers both technical variety and leadership opportunity within a high-quality client-focused environment, we’d love to hear from you.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Contact Detail:
Butler Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal/ Private Client Tax Senior Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work in private client services. Attend relevant seminars or workshops to meet potential colleagues and learn about the latest trends in personal tax.
✨Tip Number 2
Familiarise yourself with the specific tax software mentioned in the job description, such as CCH. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering the tools used in the role.
✨Tip Number 3
Prepare to discuss your experience managing private client portfolios in detail. Think of specific examples where you successfully navigated complex tax issues or provided valuable advice to clients, as this will showcase your expertise during interviews.
✨Tip Number 4
Research the firm’s recent projects and client base to understand their approach to private client tax. This knowledge will help you tailor your conversations and show how you can contribute to their ongoing success.
We think you need these skills to ace Personal/ Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing private client portfolios and your knowledge of personal tax compliance and advisory work. Use specific examples that demonstrate your ability to handle complex tax matters.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your CTA qualification and any relevant experience that aligns with the responsibilities outlined in the job description, such as mentoring junior staff or contributing to business development.
Showcase Your Communication Skills: Since the role requires clear communication of complex tax issues, provide examples in your application of how you've successfully communicated technical information to clients or team members in the past.
Highlight Your ICT Proficiency: Mention your experience with MS Office and any tax software you have used, particularly CCH if applicable. This will demonstrate your high ICT literacy, which is essential for the role.
How to prepare for a job interview at Butler Rose
✨Showcase Your Technical Knowledge
As a Private Client Tax Senior Manager, you'll need to demonstrate a strong understanding of personal tax compliance and advisory work. Be prepared to discuss specific tax issues such as Capital Gains Tax planning and IR35 matters, and provide examples from your past experience.
✨Highlight Your Leadership Skills
This role involves mentoring junior team members and managing a portfolio of clients. Share instances where you've successfully led a team or provided constructive feedback, showcasing your ability to develop others while maintaining high standards.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in complex tax matters. Prepare to discuss how you would handle situations involving residence issues or property development, demonstrating your analytical thinking and decision-making process.
✨Emphasise Your Business Development Experience
The firm is looking for someone who can contribute to business development activities. Be ready to talk about any previous experiences where you've promoted services or expanded client portfolios, highlighting your proactive approach to growth.
